What do Trump 2.0 tariffs mean for US retailers?

Investing.com — Bernstein analysts on Tuesday highlighted potential tariff risks for major US retailers in light of President-elect Trump’s commitment to impose tariffs on imports from Canada, Mexico, and China. Among the retailers, Dollar Tree (NASDAQ:DLTR) and Target (NYSE:TGT) were identified as particularly exposed due to their significant reliance on imported goods, which account for…

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Luxury stocks: Will 2025 be a year of Gucci?

Investing.com — As 2025 approaches, the question of whether Gucci will reclaim its position as a leader in the luxury sector looms large.  Analysts at UBS are skeptical about such prospects, citing a challenging market context and persistent issues within its parent company, Kering (EPA:PRTP).  Gucci, which accounts for approximately 70% of Kering’s EBIT, has…

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Wells Fargo answers: Who is inflation still weighing on the most?

Investing.com — Wells Fargo analysts said in a note this week that inflation continues to rise faster than the Federal Reserve’s target, creating a challenging environment for consumers. However, the bank’s analysis suggests that inflation impacts different consumer groups in significantly different ways.  By examining unique consumer price indices based on the Consumer Expenditure Survey (CES),…

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Investing.com’s stocks of the week

Investing.com — With the first week of December drawing to a close, there were plenty of stocks making big moves, especially as the major US indices hit new record closes. Although it wasn’t positive for everyone. Here are Investing.com’s stocks of the week: Intel (NASDAQ:INTC), Rubrik and Marvell (NASDAQ:MRVL) Technology. Intel Intel was a stock…

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This European sector has a positive outlook under Trump 2.0, Bernstein says

Investing.com — The European defense sector is positioned for growth under a potential second term of Donald Trump, according to analysts at Bernstein.  In the aftermath of the recent U.S. election, European defense stocks have seen a strong performance, outpacing their U.S. counterparts.  Bernstein attributes this trend to investor optimism about increased European defense spending…

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Syrian rebels claim to reach key city of Homs, extending rapid offensive against Assad

By Maya Gebeily, Suleiman Al-Khalidi and Parisa Hafezi BEIRUT/AMMAN/DUBAI (Reuters) -Syrian rebel forces said on Friday their lightning advance reached the central city of Homs, which could position the insurgents to topple another town strategic to President Bashar al-Assad’s grip on power. “Our forces have liberated the last village on the outskirts of the city…

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Trump stands by Pentagon pick Hegseth as nomination in doubt

WASHINGTON (Reuters) -U.S. President-elect Donald Trump on Friday reiterated his support for Pentagon nominee Pete Hegseth, citing the former Fox News host’s “charisma” and calling him “a WINNER” with a “tremendous track record” even as the nomination faces headwinds amid allegations of misconduct. A 44-year-old Army National Guard veteran, Hegseth has vowed to continue fighting…

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